Creative Planning Asset Management

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.2B
$475,000 0.0% of portfolio
8,600
Q3 2024 New
$0
$462,000 0.0% of portfolio
18,750
Q3 2024 Reduced 2.26%
$1.49B
$442,000 0.0% of portfolio
2,114
Q3 2024 Reduced 28.7%
$0
$437,000 0.0% of portfolio
33,368
Q3 2024 Reduced 0.46%
$0
$411,000 0.0% of portfolio
31,937
Q3 2024 Added 1.48%
$0
$399,000 0.0% of portfolio
18,426
Q3 2024 Added 1.66%
$0
$385,000 0.0% of portfolio
11,508
Q3 2024 Reduced 3.49%
$0
$356,000 0.0% of portfolio
46,441
Q3 2024 Reduced 57.17%
$436M
$354,000 0.0% of portfolio
2,191
Q3 2024 New
$0
$344,000 0.0% of portfolio
39,657
Q3 2024 Added 0.25%
$0
$343,000 0.0% of portfolio
28,681
Q3 2024 Added 13.72%
$2.75B
$332,000 0.0% of portfolio
7,682
Q3 2024 Reduced 5.66%
$0
$331,000 0.0% of portfolio
18,541
Q3 2024 Added 59.62%
$0
$321,000 0.0% of portfolio
29,380
Q3 2024 Added 0.32%
$0
$317,000 0.0% of portfolio
51,848
Q3 2024 Reduced 32.59%
$9.53B
$308,000 0.0% of portfolio
15,324
Q3 2024 Reduced 22.77%
$0
$306,000 0.0% of portfolio
59,004
Q3 2024 Added 0.15%
$2.74B
$295,000 0.0% of portfolio
22,255
Q3 2024 Added 92.05%
$0
$291,000 0.0% of portfolio
20,227
Q3 2024 Added 11.11%
$0
$288,000 0.0% of portfolio
77,467
Q3 2024 Reduced 7.63%
$0
$285,000 0.0% of portfolio
20,969
Q3 2024 Added 0.37%
$601M
$282,000 0.0% of portfolio
11,161
Q3 2024 Added 4.22%
$0
$281,000 0.0% of portfolio
32,547
Q3 2024 Reduced 75.21%
$0
$280,000 0.0% of portfolio
13,857
Q3 2024 Added 20.43%
$2.38B
$273,000 0.0% of portfolio
12,708
Q3 2024 Reduced 4.5%
$0
$261,000 0.0% of portfolio
18,148
Q3 2024 Reduced 2.34%
$0
$260,000 0.0% of portfolio
7,860
Q3 2024 Added 2.96%
$0
$257,000 0.0% of portfolio
10,884
Q3 2024 New
$0
$255,000 0.0% of portfolio
39,214
Q3 2024 Added 0.53%
$0
$250,000 0.0% of portfolio
22,275
Q3 2024 Reduced 3.47%
$0
$239,000 0.0% of portfolio
22,775
Q3 2024 Reduced 26.35%
$0
$235,000 0.0% of portfolio
33,645
Q3 2024 Added 3.92%
$0
$231,000 0.0% of portfolio
14,664
Q2 2024 Added 7.32%
$548M
$219,000 0.0% of portfolio
9,469
Q3 2024 Added 0.24%
$0
$213,000 0.0% of portfolio
11,882
Q2 2023 Added 4.39%
$0
$212,000 0.0% of portfolio
10,779
Q3 2024 Reduced 8.01%
$0
$206,000 0.0% of portfolio
90,795
Q1 2024 Reduced 16.97%
$615M
$205,000 0.0% of portfolio
16,744
Q3 2024 New
$0
$189,000 0.0% of portfolio
16,493
Q3 2024 Reduced 71.19%
$0
$185,000 0.0% of portfolio
11,791
Q3 2024 Added 7.69%
$0
$181,000 0.0% of portfolio
12,326
Q3 2024 New
$0
$177,000 0.0% of portfolio
14,353
Q3 2024 Added 34.1%
$886M
$169,000 0.0% of portfolio
11,279
Q3 2024 New
$0
$169,000 0.0% of portfolio
32,352
Q3 2024 New
$0
$165,000 0.0% of portfolio
12,799
Q4 2022 Reduced 60.51%
$621M
$164,000 0.0% of portfolio
13,835
Q3 2024 Reduced 6.65%
$0
$159,000 0.0% of portfolio
17,458
Q2 2022 Reduced 6.27%
$1.1B
$159,000 0.0% of portfolio
13,305
Q3 2024 Reduced 49.71%
$0
$155,000 0.0% of portfolio
15,448
Q3 2024 Reduced 40.75%
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